2024 | Platform Release Notes

You can now control whether a data flow runs immediately upon activation or follows the schedule specified in the source card, with new features for Snowflake and Google BigQuery sources.  By default, flows run immediately to ensure backward compatibility. However, you can adjust this setting during activation or reactivation. This feature is currently available on an opt-in basis. To enable it, please contact Zeta Support.

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We’re excited to announce the launch of Zeta’s Intelligent Mobile solution, designed to empower marketers to predict, engage, and optimize more effectively than ever! By integrating identity, intelligence and messaging into a single unified solution, you can achieve cross-channel campaign success across all touchpoints with unmatched precision and agility. This new solution, part of the Zeta Marketing Platform, includes Mobile SMS, MMS, Push, Wallet, and soon-to-come features like In-App messaging and Mobile Inbox.

The innovative solution enables brands to:

• Unify identity across devices and channels: Unlike other mobile messaging and customer engagement solutions that lack a strong data foundation and identity resolution, the Zeta ID enables brands to track customers and prospects reliably across every device and every touch point, no matter where they are. Connect identity data across all customer touchpoints, get insights from a richer set of data and unlock your identity to activate more personalized campaigns.

• Predict Customer Actions and Optimize Campaign Performance: By merging mobile engagement data with additional signal and enrichment data from the Zeta Data Cloud, markets can deliver timely, targeted campaigns that resonate and drive results across every interaction and touchpoint.

• Fine-Tune Your Campaigns in Real-Time: With Zeta’s Generative AI engine - the Zeta Opportunity Engine - brands can monitor mobile interactions as they happen and adjust your strategy on the fly. AI-driven insights and workflows let you enhance audience targeting and campaign performance with agility and accuracy.

• Activate goal-driven, intelligent cross-channel campaigns: By applying a richer set of mobile behavioral data to customer profiles, brands can build smarter audiences. Additionally, through Zeta’s master orchestration engine, brands can deliver targeted, cross-channel campaigns that engage and convert like never before.

Learn More:

• https://knowledgebase.zetaglobal.com/kb/mobile-app-registration

• https://knowledgebase.zetaglobal.com/gswz/google-play

• https://knowledgebase.zetaglobal.com/gswz/zeta-sdk-ios-data-collection

• https://knowledgebase.zetaglobal.com/gswz/zeta-sdk-android-data-collection

With our new real-time data flow status feature, you can easily monitor the progress and health of your data flows directly within the Zeta Marketing Platform. Instantly check whether flows are not running, in progress, or completed (successfully or with failures). You can also filter past executions by status or keyword  and view key metrics like row counts to streamline your workflow. These enhancements reduce dependency on IT support and improve operational efficiency for your marketing teams. To learn more, check out Data Flows | Execution History.

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We’re excited to announce three new features now available in the Zeta Marketing Platform:

• Make content-related edits to a Website - In-Page Campaign without deactivation.

• Duplicate a Website - In-Page Campaign for faster setup.

• Save, copy, or rename Visual Snippets with a simplified process.

These updates streamline your content development workflows, enabling you to work more efficiently and effectively. For more information, check out Website - In-Page Campaigns | Editing an Active Campaign.

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For experiences with split branches in Experience Builder, you can now merge non-consecutive nodes into a single point. Simply click ‘Merge’ in the node menu, select the desired node or point, and any ineligible nodes will automatically be disabled. This enhancement optimizes workflows, reduces the time and effort required to build experiences, and minimizes the likelihood of errors. To learn more, visit All About Nodes | Merging Split Nodes.

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We’ve enhanced the Zeta Marketing Platform UI to clearly highlight where zero-copy data access is available. Zero-copy accesses data through a data warehouse connection or GET API, allowing the ZMP to process, aggregate, transform, and activate the data on the fly without materializing it. In short, zero-copy minimizes redundancy and replication, reducing data transfer costs, risks, and delays. Specific areas in the ZMP now indicating zero-copy data access in the UI include Data Flows, Unified Connectivity, Connections (under Settings), External Data Sources (under Settings), and Audience Explorer.

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We’re introducing Programmatic Forecasting Metrics as part of the latest upgrade to Report Builder’s Media Activation Reports. Get a comprehensive view to help plan for future budget allocation, optimize resource management, and make informed decisions, based on forecasted outcomes.

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We’ve enhanced A/B/n testing for triggered campaigns in Experience Builder to streamline your workflows and simplify experimentation. You can now create up to 10 variants in a single campaign node, customize distribution, and choose the metrics you want to optimize for (e.g., clicks, opens, conversions, revenue). Plus, you now have the option to run tests on a sample audience.

In addition, we’ve refreshed the Campaign Builder interface for both broadcast and triggered campaigns to improve overall usability. All existing campaign functionality will remain unchanged. 

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The Events Mapping page within ZMP Settings has been updated and renamed to Event Management. The expanded functionality now allows you to list all events for a given account, add display names and descriptions to events, and edit event mappings. These enhancements provide greater transparency and control within the ZMP UI for managing events. 

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Site visitors who view an in-page campaign may not be known to you but could be known to Zeta through our proprietary Data Cloud. In the Rules tab, you now have the option to target or suppress these Zeta Data prospect segments for in-page campaigns. Additionally, you can combine Zeta Data behavioral signals with properties, transient attributes, or customer segment membership for even more precise targeting.  This enhancement enables you to deliver a more personalized experience to all site visitors, including prospects.

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The Split by Identity node in Experience Builder is a powerful feature that allows you to leverage both Zeta Data Cloud and AI to identify users and engage them on the most effective channels. Use Split by Identity to: 

• Target anonymous website visitors on paid channels.

• Re-identify and target consented Known to Zeta users (e.g., users visiting your website while logged out) on owned channels.

• Optimize your channel strategy by leveraging Zeta AI to test channels and move users to the most effective medium.  

To learn more, please contact your Zeta Account Manager.

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• Split Node

• Automated Channel Optimization in ZMP

You can now track programmatic campaign pacing in Report Builder with 10 new metrics and dimensions available in both ZMP and DSP. The new metrics include Days, Days Elapsed, Days Remaining, Budget, Spend %, Impression Budget, Impression Delivery %, and Pacing %. Additionally, the new dimensions include Campaign and Line Item Status. These enhancements enable  you to ensure that media campaigns are running smoothly and as expected.

Read More:

• DSP: Metrics & Dimensions Dictionary

• ZMP: Metrics & Dimensions Dictionary

A new REST API integration allows you to add or remove up to 1,000 individuals per request from your targetable Customer Lists in the ZMP. Make your audience management more efficient with this seamless and powerful feature.

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• Getting Started with Zeta APIs

The Data > Files screen filters have been expanded to now display feed, unsubscribe, and purge files by default. This enhancement provides more visibility into files loaded into the ZMP.  

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• Files

Digital media assets are core to designing a compelling content strategy, but over time, they accumulate and become increasingly complex to manage. That’s why Asset Library now offers several new capabilities to improve efficiency, including batch upload functionality to add multiple assets at once, update functionality to update an asset (e.g., change an image from a blue car to a red car) without creating a new asset or changing all instances where the image is used, archive functionality for outdated or unused assets, and tagging functionality to categorize and sort assets. Collectively, these enhancements streamline your asset management workflows and boost productivity.

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• Asset Library

You can now view, edit, and manage data flows directly from the Data > Connectivity interface without navigating to other places in the platform. This enhancement creates a more seamless data management experience and greater efficiency in your workflows.

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• Connectivity

Within Experience Builder you can now set up delivery windows on multiple days (or every day) to control when campaigns are sent. Specific updates under Delay > Delay Until a Specific Time include specific day(s) and any day, and both delay types support overnight windows as well. These enhancements give you more control and flexibility over targeting and unlock additional use cases such as compliance and respecting users’ quiet hours.

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• Delay Node

Experience Builder now provides both historical and forecasted performance for nodes. While an experience is in draft mode, you can see historical performance for unique users in triggers and events and forecasted performance for unique users across all nodes. When an experience is in active mode, marketers can see relative performance over time, forecasted performance for an upcoming period, and actual performance vs. forecasted performance to compare results. This exciting addition equips you with more intelligence and contextual tools to set up experiences as well as learn from them.

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• Node-Level Insights

Over time, it becomes increasingly challenging to manage accumulated digital assets and locate them efficiently. With Asset Library’s new search capability, you can now find assets quickly and easily. Simply enter a search term, and the Asset Library will return matches based on Zeta’s AI-generated tags. This eliminates the need for adding tags manually and the potential for users to upload the same asset multiple times. It’s never been faster and easier to find the assets you need to build engaging marketing campaigns!

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• Asset Library

With new enhancements to the Campaigns at a Glance dashboard widget, you now have the ability to add unlimited metrics, choose how many metrics to view at once, and scale programmatic campaigns up or down (e.g., view all campaigns for one advertiser or drill down into a specific line item or tactic). Collectively, these upgrades allow you to further customize your ZMP Dashboard experience.

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• Widget Dictionary

Zeta’s new Broadcast Campaign API provides greater flexibility to integrate the Zeta Marketing Platform with your pre-existing content tools. This updated Campaign Creation API enables the full scope of campaign development currently available in the ZMP. By allowing your teams to use a familiar tool and interface, this API creates operational efficiencies and enables greater control over your campaign workflows.

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• Create Email Campaign

Take the guesswork out of campaign planning with a set of forecastable metrics now available in Report Builder! You can now easily generate reliable forecasts to inform budget allocation, resource management, and strategic planning for your marketing initiatives.

Alongside the new forecasting feature, we are introducing a series of enhancements to further streamline the report-building process. These include a floating and resizable builder component and the ability to view up to three data visualizations at once. 

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• Report Builder

We are excited to introduce the latest update to CustomerPulse, generative insights and recommendations. This new function will take all the guesswork out of CustomerPulse. Instead of spending valuable time trying to identify key insights and recommendations the new generative feature will do this in seconds. This function is available for all CustomerPulse visual outputs. Please visit CustomerPulse and try it for yourself to understand the valuable information this new feature will generate.

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• CustomerPulse

We are excited to introduce Zeta Clean Room, a privacy-centric data-sharing solution that maximizes the value and addressability of first-party data. A new approach to traditional clean room infrastructures, our solution can be deployed quickly without engineering support—reducing setup costs and accelerating your time to value.  

This first phase of the clean room enables event data sharing for customer profile enrichment and more targeted segmentation. Future phases will unlock additional data types and use cases. To learn more, please contact your Zeta Team. 

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• Clean Room

With the upgraded Events report type in Report Builder, you can now analyze more granular event data, including pixel data from Zeta DSP. Explore performance metrics such as order amount and order quantity split out by product ID, customer type, or your very own custom dimensions for a deeper dive into your insights! 🚀💥

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• Metrics and Dimensions Dictionary

This exciting enhancement transforms the nodes into colorful cards that provide a sleeker, at-a-glance preview of events, actions, delays, and splits directly within an experience canvas. This is the first phase of the Experience Builder redesign is now live with more updates to come.

If you have any questions, please reach out to your account or client services team.

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• Experience Builder: An Overview

• Analysis Mode

• All About Nodes

Check out the new design enhancements to the Seed List UI in the ZMP. It’s now easier than ever to add, update, and maintain seed lists in the platform.

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• Seeds

We have added a JSON Web Token (JWT) authorization which allows you to generate a refresh token in ZMP and use that to create a JSON web token for API authorization. This feature provides added security and more control over ZMP API access. Please reach out to your Zeta Account Team if you would like this feature enabled.

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• Getting Started with Zeta APIs

• Authorization API

Effective digital asset management is essential for you to create compelling campaigns. Now easily accessible in the ZMP navigation, Zeta’s new Asset Library allows you to upload images and manage your creative library with flexibility and ease. Streamline workflows, improve productivity, and leverage powerful content to make your campaigns shine.

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• Asset Library

A new widget has been added to the Dashboard that compares actual performance against our forecasts. This innovative feature provides transparency into the accuracy of Zeta’s predictions and recommendations and helps you, in turn, optimize marketing performance.

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• Widget Dictionary

Now generally available, Connectivity Canvas streamlines data management by providing a unified view of all your data sources and destinations to/from the Zeta Marketing Platform in a visual butterfly diagram and tabular list format. From Connectivity Canvas, you can easily create new data flows, choose data mappings for prepared data, or design an ETL flow for data cleaning. Offering enhanced transparency and control, Connectivity Canvas simplifies your data journey in the ZMP so you can do more sophisticated marketing.

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• Connectivity

Data Mappings allows direct mapping of fields from any imported file to ZMP-specific people properties, including custom fields. With this enhancement, you create a mapping one time in the ZMP (e.g., fname column mapped to the ZMP’s first_name property) and any uploaded files automatically trigger those mapping rules (e.g., the values in fname column for every user will be stored as first_name in the ZMP). This capability eliminates the need to rename column headers in your datasets before file uploads, reducing manual work and ensuring seamless and accurate data alignment within the ZMP.

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• Data Mappings

When working with large volumes of integrations, it can be difficult to find specific connections quickly. With new powerful search capabilities on the Connections page (located under Settings > Integrations), you can effortlessly filter by Type, Status, Created, and Modified criteria. Additionally, any integrations with issues will be flagged with a red ball icon and Failed status. Say goodbye to tedious scrolling and hello to speedier searches and better visibility when looking for the right connection!

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• Connections

When a link is added and automatically shortened for an SMS/MMS campaign, you now have the option to select the domain of the shortened URL, plus the option to add a slug. This flexibility means that you can use your website domain and maintain consistent branding in your SMS/MMS messages.

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• SMS and MMS Campaigns

Data Flows, a low-code solution designed to simplify the onboarding and configuration of various data sources is now available for all customers in EU. With its marketer-friendly UI, setting up a diverse range of data sources and destinations is now more accessible than ever. This includes seamless integrations with external SFTP, Amazon S3, Google Cloud Storage, and many others. This capability exists for US customers, and we’re excited to expand these capabilities further.

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• Data Flows

Introducing Report Builder’s new deliverability template—a streamlined, customizable, and efficient solution to analyze your email deliverability metrics. Use this report to gain actionable insights, save time, and optimize your campaigns.

Please note - With this new template addition in Report Builder, we have sunset the legacy deliverability report page in the Analytics section of the ZMP. If you have any questions or concerns, please reach out to your Zeta Account team.

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• Report Builder Templates

We understand that every business is unique, and that’s why we’re giving you the flexibility to create attribution models tailored to your specific needs. With this feature’s extended lookback windows, you can gain deeper insight into marketing performance and allocate resources more effectively. Plus, with increased transparency into how your attribution models work, be confident you’re assigning credit for conversions accurately.

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• Attribution Insights

Discovering and creating target audiences for your acquisition campaigns just got more efficient. With our latest enhancement, you can easily check membership for previously created prospect segments by navigating to Zeta Data -> Prospect Segments -> My Segments. This means that if you have segments that performed well in the past, you can now reuse them in new targeting efforts and build upon them by layering additional criteria.

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• Prospect Audiences

The People page, located in Audiences, now allows you to filter people by status—known to customer, known to Zeta, and unknown. The page also hides unknown individuals by default, streamlining that view for accounts with many anonymous users. These enhancements support a variety of use cases and saves you time and effort.

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• People

A new Single-Sign On (SSO) button now appears for users who log into the ZMP via SSO and get timed out of the platform due to an inactive session. Previously, an inactive session would redirect to the standard user/password login page, forcing you to navigate to your app manager or a browser bookmark to log back in. This enhancement minimizes disruptions in your workflows and improves the overall experience.